Values Based Wealth Management

Managing and transferring wealth across generations is a formidable challenge. And often, the most important element is the perspective of the family members, rather than any specific investment strategy. So, at our family office, we understand this journey is about more than just numbers and assets. It’s deeply rooted in values based wealth management that will define your family’s legacy. In this blog post, we’ll explore how we help clients elucidate their values and embed these principles into every facet of wealth management.

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Discovering Your Family’s Core Values

Our journey begins with an essential step: understanding the values that have shaped each family’s success. We do this by engaging with all generations of the family to uncover their guiding principles. To do this, we facilitate discussions, helping articulate a comprehensive list of values to draw from.

Crafting a Family Mission Statement

With these values in focus, the next step is to develop a family mission statement. This process involves drafting, revising, and finalizing a statement that encapsulates your family’s ethos. Whether it’s a commitment to entrepreneurial honesty, supporting societal inclusivity, or advancing environmental sustainability. Your mission statement becomes the foundation for all subsequent financial decisions.

Embedding Values-Based Wealth Management

Once a family’s values and mission are crystallized, we integrate these into every aspect of wealth management, including:

1. Investment Policy: An investment strategy is no longer just about financial returns. It’s a reflection of a family’s values. Whether it’s prioritizing ESG (Environmental, Social, Governance) investments or focusing on sectors that align with a family’s mission. We ensure an investment policy is a true extension of values.
2. Investment Manager Search & Selection: In selecting investment managers, we look beyond performance metrics to find partners who resonate with particular values. This alignment ensures that investments are managed not just with financial acumen. But, also with a deep understanding of what matters to the client.
3. Reporting: Our reporting transcends traditional financial metrics. Alongside economic returns, we provide insights into the ESG impact of investments. Allowing clients to see how their financial decisions are making a tangible difference in areas they care about.
4. Philanthropy: Philanthropic endeavors are seamlessly integrated into most wealth management strategies. We help identify opportunities that align with each family’s mission. Ensuring that charitable efforts are as impactful and meaningful as financial investments.
5. Estate Planning: In crafting estate plans, we ensure that values and legacy are preserved for future generations. This includes not only the distribution of wealth. But, also the transfer of each family’s guiding principles and commitments.

Embarking on a Values-Driven Wealth Management Journey

We believe that true wealth management is about aligning each family’s financial decisions with the values that defines them. Our dedicated team will guide each client through this holistic process. Ensuring that every aspect of wealth management reflects what’s truly important to each client family.

If you are interested in joining our network, contact us or fill out this free assessment questionnaire to determine if our family office services can help you efficiently manage your wealth!

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